+930.0%
APH vs OXY
+19.5%
+910.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.8% |
| 7D | +4.9% | +4.2% | +0.7% | +4.1% |
| 30D | -5.4% | -4.3% | -1.1% | -4.8% |
| 3M | -5.5% | +2.3% | -7.7% | -6.1% |
| 6M | +25.9% | +5.5% | +20.4% | +23.9% |
| YTD | +16.4% | +44.9% | -28.5% | +7.1% |
| 1Y | +16.5% | +42.6% | -26.1% | +7.4% |
| 3Y | +270.9% | +0.7% | +270.1% | +259.9% |
| 5Y | +289.5% | +96.9% | +192.6% | +225.1% |
| All | +930.0% | +19.5% | +910.5% | +758.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OXY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling